Latest Institutional Purchases of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$17K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126+ 4.49% |
$8.24K - $9.64K
|
2.93K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
80New |
$5.23K - $6.12K
|
80
$7.39K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$7.11K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
51New |
$3.33K - $3.9K
|
51
$4.71K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 0.09% |
$2.68K - $3.14K
|
45.5K
$4.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
26+ 0.86% |
$1.7K - $1.99K
|
3.04K
$281K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
5+ 0.06% |
$327 - $383
|
8.54K
$788K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
150K+ 907.88% |
$9.41M - $10.9M
|
166K
$15.4M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.51KNew |
$283K - $327K
|
4.51K
$417K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
3.3KNew |
$207K - $239K
|
3.3K
$305K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.78KNew |
$175K - $202K
|
2.78K
$257K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
551+ 47.05% |
$34.6K - $40K
|
1.72K
$159K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250+ 14.94% |
$15.7K - $18.1K
|
1.92K
$178K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
250New |
$15.7K - $18.1K
|
250
$23.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
63+ 1.47% |
$3.96K - $4.57K
|
4.36K
$403K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
51New |
$3.2K - $3.7K
|
51
$4.71K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.35KNew |
$265K - $298K
|
4.35K
$401K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
4.2KNew |
$257K - $288K
|
4.2K
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.16KNew |
$254K - $285K
|
4.16K
$384K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
3.14KNew |
$192K - $215K
|
3.14K
$290K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.1KNew |
$189K - $213K
|
3.1K
$286K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
990New |
$60.5K - $67.9K
|
990
$91.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
820New |
$50.1K - $56.2K
|
820
$75.7K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
400New |
$24.4K - $27.4K
|
400
$36.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
196New |
$12K - $13.4K
|
196
$18.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
105New |
$6.42K - $7.2K
|
105
$9.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$6.17K - $6.93K
|
101
$9.33K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$4.58K - $5.14K
|
75
$6.92K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$855 - $960
|
4.37K
$403K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$183 - $206
|
3
$277
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
12.8K+ 142.22% |
$785K - $862K
|
21.8K
$2.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.38KNew |
$269K - $295K
|
4.38K
$405K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
3.41KNew |
$209K - $229K
|
3.41K
$315K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$305K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
2KNew |
$123K - $135K
|
2K
$185K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$18.4K - $20.2K
|
300
$27.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
249New |
$15.3K - $16.8K
|
249
$23K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
205+ 41.0% |
$12.6K - $13.8K
|
705
$65.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$12.3K - $13.5K
|
200
$18.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.13K - $6.73K
|
100
$9.23K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
89.6KNew |
$5.42M - $5.95M
|
89.6K
$8.28M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
46.6KNew |
$2.82M - $3.1M
|
46.6K
$4.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Canal Insurance CO
|
BUY
|
- |
10K+ 100.0% |
$605K - $664K
|
20K
$1.85M
|
|
|
Aug 10, 2021
Q2 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
4KNew |
$242K - $266K
|
4K
$369K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2K+ 81.97% |
$121K - $133K
|
4.44K
$410K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$12.1K - $13.3K
|
200
$18.5K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
St. Louis Trust CO
|
BUY
|
- |
3.5KNew |
$199K - $218K
|
3.5K
$323K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
640New |
$36.3K - $39.9K
|
640
$59.1K
|
|